Customers manager - the interface to add, export and manage customers

Introduction:

To access the customer manager, follow these steps:

  1. Go to Customers -> Management using the left-hand menu system.

  2. Upon clicking this, you will be presented with the customer management section.

In this section, you can:

  • View Specific Customers: Access detailed information about individual customers.

  • Add New Customers: Add new customer profiles to your database.

  • Export Your Customer List: Generate a list of all your customers for external use or analysis.

View specific customers

To view a specific customer’s account, click on the manage button that is associated to the customer.

Add New customers

To add a new customer click the ‘Add Customer’ button.

The will present the following pop-up which will allow you to enter the customer’s details

Complete this form and click save to add a new customer.

Export a customer list

To initiate export a customer list, click the download button

download button
Darren Cooper